Vacancy expired!
Job Description - Senior Project Manager- Wealth management technologies
Our client is a boutique financial services firm that s upports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations. They are currently seeking a project manager to join their Expert Services group. Their Experts services group is the firm's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:- Expertise in architecting technology systems and integrations
- Building infrastructure
- Refining and institutionalizing processes and workflows
- Manage client relationships and translate their needs into technology-based solutions
- Liaise between 3rd party vendors and client base
- Help conduct and manage data migrations, data conversions, and integrations of various systems
- Project manage multiple priorities with high level of urgency
- Demonstrated ability to operate quickly in fast-paced, start-up environments
- Demonstrated consulting background with a technical and entrepreneurial focus
- Experience with custodians and clearing firms
- Interest and broad understanding of wealth management operational procedures and processes
- Knowledge of the independent wealth management landscape
- Strong communication skills to face clients
- Ensure client satisfaction
- 5-7 years of work experience in wealth management or technology industry; entrepreneurial mindset preferred.
Vacancy expired!